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Work Background
Fairway Independent Mortgage CorporationOperations Manager, Regional Reverse Processing Center
Mar. 2023 - Aug. 2023Greater Boston- Managed a pipeline of up to 78 active loans at a time, an operations team of 7 employees, and contract closings - Created and oversaw the reverse intake que, providing efficient support for the entire company, averaging 10 intake files per day
- Set expectations and monitored communications between LOs, processors, and underwriters on a daily basis
- Developed innovative operating procedures, flow charts, checklists, training, and guides
- Managed the monthly closing calendar, submitted lock request forms for all files, and tracked monthly fundings
- Presented weekly and monthly reports through Encompass & Excel showing projections and turn times to management - Acted as a support role and troubleshooter for my team while building a solid understanding of reverse guidelines - Resolved post-closing conditions as needed
Fairway Independent Mortgage CorporationOperations Manager, Branch
Oct. 2022 - Mar. 2023Greater Boston- Oversaw an active pipeline of 40 loans, 4 operations employees, and contract processing/closing for two additional branches
- Mediated communication and expectations among LOs and processors while providing support to all parties
- Reviewed the pipeline daily and file reports monthly to ensure all files were withing compliance and did not exceed deadlines
- Logged and approved branch expenses monthly
Fairway Independent Mortgage CorporationBranch Closer
Feb. 2022 - Jul. 2022Greater Boston- Closed loans and generated ICDs for the entire branch averaging 26 closed files per month
- Balanced CDs with title companies; occasionally negotiating closing fees to advocate for the best interest of our borrowers - Reviewed files for accuracy, asked for clarification as needed, and cleared closing conditions with attention to details
- Drew closing docs and provided them to the title company, on average 48 hours prior to the closing date
Fairway Independent Mortgage CorporationLoan Officer Assistant (Licensed)
Aug. 2021 - Oct. 2022Greater Boston- Worked for 7 loan officers simultaneously, averaging 40 active files and 20 closed loans per month - Set-up Encompass files, scrubbed files for accuracy and missing items, sent all disclosures within RESPA and ECOA guidelines. - Collaborated with LOs to determine the best program/pricing for borrowers, then presented quotes using Mortgage Coach
- Collected documentation and walked borrowers through the loan process from initial application through closing in a clear yet personalized manner.
- Relayed information from the processors to the LOs, using a proficient understanding of conventional, FHA, VA, USDA, Jumbo, and Mass Housing guidelines to explained why items were needed.
Fairway Independent Mortgage CorporationBranch Junior Processor
Jan. 2021 - Aug. 2021Greater Boston- Reported to a lead processor, completed ordering services as needed; HOI binders, VOEs, payoff statements
- Coordinated closings with title companies and borrowers - Designed communication efficiencies using pre-formatted custom email signatures in Outlook. - Communicated clearly and efficiently in the Encompass loan file using coded notes in the milestone comments and alerts
Fairway Independent Mortgage CorporationBranch Intern
Aug. 2020 - Jan. 2021Greater Boston- Called post-close clients in a friendly and informative manner in order to answered any questions, confirm mailing address and send closing gifts, as well as provide first payment information, and respond to any client requests via email
- Managed the branch’s Facebook Page daily by posting informative graphics, blog posts, and engaging with followers as well as edit videos for YouTube weekly - Participated in many mortgage and industry related training in order to develop my understanding and knowledge of the industry and enhance my industry related skills; communication, multitasking, efficiency, etc. - Calculated incomes from rental properties using Microsoft Excel, client’s tax documents and mortgage statements, then entering the data into Encompass - Generated Mortgage Coach analysis for all clients using their current financial information; presenting and comparing all of their loan options
Captain's Lady ChartersCrew Member and Bartender
Jul. 2019 - Aug. 2020- Contributed to the team by meticulously tending dock lines during docking and launching the boat
- Prepared and served food as well as bartended in an efficient, friendly, and sanitary manner
- Responsible for managing the cash register, and conflicts among patrons
AtScaleMarketing Intern
May. 2019 - Aug. 2019Greater Boston Area- Grew social media followers on Facebook, LinkedIn, Twitter, and YouTube by planning strategic campaigns and creating deliberative posts, which were tracked through an editorial calendar
- Designed, filmed, edited, and published informative graphics and video promotions for social media; using Canva, Promo, and iMovie
- Tracked and recorded social media analytics and presented weekly to the marketing and sales team, as well as daily social media news scans
- Assisted with other miscellaneous team related tasks, including marketing, PR, graphic design/branding, event planning and sales related tasks as needed
Ninth Wave Sailing Charters Crew member and Bartender
May. 2018 - Oct. 2018- Contributed to the team by meticulously tending dock lines during docking and launching the boat
- Prepared and served food as well as bartended in an efficient, friendly, and sanitary manner
- Responsible for managing the cash register, passenger reservations/cancelations, voyage manifests, and private charters
- Developed a new accounting system that easily transferred onboard crew transactions to meet office accounting needs
Simmons UniversityNote Taker
Jan. 2018 - May. 2018- Took clear, concise notes outlining main points and details from a lecture based class for a student with a disability
- Communicated with student disabilities to distribute organized, typewritten notes within 24 hours of class
Matter CommunicationsMarketing and PR Intern
Jun. 2017 - Aug. 2017- Created interactive social media content and blog posts for Facebook, LinkedIn, Twitter, and Instagram
- Reported to superiors and clients with daily news scans and project updates - Produced media lists, press releases, and mailers in order to communicate with media contacts and promote clients
Matter CommunicationsMarketing Intern
Jul. 2016 - Aug. 2016Newburyport
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